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At a glance
Job overview
Cashflo is hiring a CSM. The Customer Success Manager (CSM) will own relationships with CFO, Treasury, Finance Ops, and IT teams, building strong advocacy at middle management levels. This role involves managing escalations, reviews, and quarterly strategic discussions, acting as the single point of accountability for buyer programs. The CSM will drive invoice flow growth, identify and resolve program bottlenecks, and guide buyer-side decisions on policy, rates, and capital allocation. They will also track program performance, perform basic analysis, and translate insights into actions for internal teams and buyers.
Key focus areas include Own relationships across CFO, Treasury, Finance Ops, and IT teams, Build strong advocacy at middle management levels, and Manage escalations, reviews, and quarterly strategic discussions.
Successful candidates bring 1–4 Years Experience. Important skills include Stakeholder Management, Communication, Analytical Mindset, Data Analysis, Structured Problem Solving, and Commercial Awareness.
Skills & qualifications
Skills
Qualifications
Full job description
Key Responsibilities Buyer & Stakeholder Management Own relationships across CFO, Treasury, Finance Ops, and IT teams
Build strong advocacy at middle management levels
Manage escalations, reviews, and quarterly strategic discussions
Act as the single point of accountability for buyer programs
Program Scaling & Optimization Drive invoice flow growth and vendor participation
Identify and resolve program bottlenecks
Guide buyer-side decisions on policy, rates, and capital allocation
Ensure smooth integrations and post-go-live support
Data & Analytics Track program performance across key metrics
Perform basic analysis to identify trends and opportunities
Translate insights into clear actions for internal teams and buyers
Use data to support strategic conversations and decisions
Expansion & Cross-Sell Identify SaaS automation and lending opportunities
Drive buyer-led vendor conversion initiatives
Support nuanced conversations around rates, approvals, and urgency cases
What We’re Looking For Experience
1–4 years of experience in:
B2B fintech
SaaS program management
Enterprise customer success
Consulting / operations with client exposure
Skills
Strong stakeholder management and communication
Analytical mindset with comfort around data
Structured problem solving
Commercial awareness
Mindset
Ownership > execution
Proactive, not reactive
Comfortable in ambiguity
High accountability and bias for action
This role directly drives:
Program scale and revenue growth
Buyer satisfaction and retention
Cross-sell and expansion opportunities
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